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LSV Small Cap Value Institutional LSVQX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See LSV Investment Hub

Morningstar’s Analysis LSVQX

Will LSVQX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LSVQX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LSVQX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LSVQX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Worth it, but patience is required.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

LSV Small Cap Value Equity’s deep value approach goes through peaks and valleys, but its impressive roster of researchers is committed to the philosophy. Over the long run, investors should be rewarded.

by Jack Shannon
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